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Rating:A Midwestern PM Leaves a $1.4B Value Fund Duo Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 22, 2016

A Midwestern PM Leaves a $1.4B Value Fund Duo

by: Neil Anderson, Managing Editor

A PM is leaving a $1.44-billion pair of value mutual funds from a Midwestern mutual fund shop. A pair of research analysts are rising to fill the departing PM's shoes.


Adam Peck
Heartland Advisors
Former Vice President, Portfolio Manager- Value Plus and Value Funds, Small Cap Value Plus and Small Cap Value Strategies
In a filing, Milwaukee, Wisconsin-based Heartland Advisors [profile] confirms that Adam Peck resigned from the firm "to pursue other opportunities" effective February 1. He had been a PM on the 31-year-old, two-star, $746-million Heartland Value Fund and on the 22-year-old, two-star, $691.5-million Heartland Value Plus Fund. Also on February 1, Heartland research analyst Eric Miller rose to co-PM of the value fund while Heartland research analyst and small cap value plus strategy PM Andrew Fleming became co-PM of the value plus fund.

Cam Stephenson, vice president and director of marketing at Heartland, declined to comment further beyond a release from the company.

Heartland founder and president Bill Nasgovitz, who has PMed the Heartland Value Fund since inception at the end of 1984, will continue to PM that fund, now alongside Miller.

Andrew J. Fleming
Heartland Advisors
Vice President, Portfolio Manager- Value Plus and Small Cap Value Plus Strategy Funds
Brad Evans, who has PMed the Heartland Value Plus Fund since 2006, will continue to PM that fund, now alongside Fleming.

An alumnus of the University of Wisconsin-Madison, Peck first joined Heartland in 2006. 

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